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    Robert J. Robie

    EVP, Head of Institutional Buyside at Factset Research Systems Inc
    Since September 1, 2023
    Age
    45 years
    Education
    Holds a Bachelor of Arts in Economics and Fine Arts from Beloit College.
    Tenure
    Joined FactSet on July 1, 2000 as a Product Sales Specialist, subsequently held roles as Senior Director of Analytics and Director of Global Fixed Income, advanced to Executive Vice President, Head of Analytics & Trading Solutions in September 2018, and was promoted to Executive Vice President, Head of Institutional Buyside on September 1, 2023.

    Also at Factset Research Systems Inc

    About

    Robert J. Robie is a seasoned executive with a longstanding career at FactSet, marked by progressive leadership and impactful contributions. He began his journey at FactSet in July 2000 as a Product Sales Specialist, laying a strong foundation in the financial services industry.

    Over the years, he has advanced through several key roles, including Senior Director of Analytics and Director of Global Fixed Income, and later as Executive Vice President, Head of Analytics & Trading Solutions. These roles allowed him to hone his expertise in strategy, research, and technology within the financial sector.

    In September 2023, he reached a new milestone by becoming the Executive Vice President, Head of Institutional Buyside. In this capacity, he oversees the development and implementation of strategic initiatives that drive FactSet’s innovation in Institutional Buyside solutions.

    His academic background, highlighted by a Bachelor of Arts in Economics and Fine Arts from Beloit College, reflects a unique blend of analytical and creative skills, further enriching his approach to leadership and problem-solving in the dynamic financial landscape.

    Past Roles

    OrganizationRoleDate RangeDetails
    FactSet Research Systems IncExecutive Vice President, Head of Analytics & Trading SolutionsSeptember 2018 - August 2023Oversaw analytics and trading solutions at FactSet
    FactSet Research Systems IncSenior Director of AnalyticsN/AFormer position at FactSet
    FactSet Research Systems IncDirector of Global Fixed IncomeN/AFormer position at FactSet
    FactSet Research Systems IncProduct Sales SpecialistJuly 2000 - N/AJoined FactSet in July 2000
    BTN PartnersQuantitative Portfolio Management and Performance2004 - 2005Worked in their quantitative portfolio management and performance division

    Fixed Compensation

    Data from  FY 2023
    Component NameAmountPayment ScheduleAdditional Details
    Salary$422,308 AnnualFixed salary for 2023.
    Bonus$0 AnnualNo bonus was awarded.
    Stock Awards (RSUs)$412,818 Typically subject to vestingRepresents the aggregate grant date fair value of RSUs (service-based with no performance criteria).
    Option Awards$412,536 20% annually over 5 yearsTime-based vesting in accordance with ASC Topic 718.
    All Other Compensation$44,248 As determinedIncludes 401(k) contributions ($13,169 ) and tax preparation/planning expenses ($31,079 ).

    Performance Compensation

    Data from  FY 2023

    Performance Share Units (PSUs)

    Metric [Unit]Value [Citation]
    Grant DateNovember 1, 2022
    Grant Date Fair Value$412,818
    Grant Date Stock Price$426.25 per share
    Vesting ScheduleCliff vest on November 1, 2025
    Evaluation PeriodSeptember 1, 2022 - August 31, 2025
    Performance Metrics50% adjusted cumulative operating earnings and 50% adjusted cumulative revenues
    Threshold Vesting (PSU Quantity)497 PSUs
    Target Vesting (PSU Quantity)994 PSUs
    Maximum Vesting (PSU Quantity)1,491 PSUs

    Non-equity Incentive Plan Compensation (AIP)

    Metric [Unit]Value [Citation]
    Performance MetricsASV + Professional Services Growth; Adjusted Operating Margin
    Company Component Weight40%
    Strategic Workflow Component Weight40%
    Target Payout$468,000
    Maximum Payout$936,000
    ConditionsPayout contingent on meeting threshold, target, and stretch performance levels; threshold required for any payout

    Note: Actual results leading to payouts are subject to the achievement of the outlined performance criteria and have not been disclosed in the documents.